Connor Lapean, Investment Research Associate at Banríon Capital Management, opens up about breaking into alternative investments while still in college. From battling imposter syndrome to embracing AI and spotting opportunities in private credit, Connor shares what it really takes to earn trust and grow fast in a high-stakes industry.

With a grounded mindset and a no-excuses attitude, he shows how Gen Z is reshaping finance—one bold move at a time.

Connect with us below!

 * Connor Lapean on LinkedIn [https://www.linkedin.com/in/connor-lapean/]
 * Brittany Mason on LinkedIn [https://www.linkedin.com/in/brittany-mason-15811641/]
 * Banríon Capital Management [https://www.banrioncapital.com/]

The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 25 | Gen Z Grit in the Finance Industry with Connor Lapean

On this episode, Shana talks with H. Adam Holt, founder of Asset-Map, a software that turns complex financial data into simple, visual maps that spark better conversations and smarter decisions. From high-net-worth planning to alternatives and family dynamics, this tool helps advisors organize everything — income, assets, liabilities, and even family relationships — in one powerful snapshot.

The result? Deeper trust, stronger multi-generational connections, and revenue that multiplies.

Connect with us!

 * H. Adam Holt on LinkedIn [https://www.linkedin.com/in/hadamholt/]
 * Asset-Map [http://www.asset-map.com/]
 * Shana Orczyk Sissel on LinkedIn [https://www.linkedin.com/in/shsissel/]
 * Banríon Capital Management [https://www.banrioncapital.com/]

What's the Alternative? | Episode 20 | The Missing Piece in Your Client Relationships with H. Adam Holt

On this episode Shana brings on Greg Friedman, CEO of Peachtree Group, who breaks down hospitality investments, operational strategies, and market dynamics.

Key Takeaways:

• Operational management in hospitality

• Airbnb's impact on the traditional hotel market

• Geographical factors influencing investment decisions

• Credit and equity investments

• The evolving commercial real estate landscape

Connect with us!

 * Greg Friedman on LinkedIn [https://www.linkedin.com/in/greg-friedman-0312192?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base_contact_details%3BW%2B%2F7ErysTjagphrCGQU5VQ%3D%3D]
 * Peach Tree Group [http://www.peachtreehotelgroup.com/]
 * Shana Orczyk Sissel on LinkedIn [https://www.linkedin.com/in/shsissel/]
 * Banríon Capital Management [https://www.banrioncapital.com/]

What's the Alternative? | Episode 19 | Real Estate, Ego Investing and Heads in Beds with Greg Friedman

This episode features Neil Azous, Founder and CIO at Rareview Capital, and his insights from working at Goldman Sachs and the evolution of investment management towards a more personalized, goals-driven approach.

Neil breaks down:

• His career journey from inspiration to industry expert

• The importance of goals-based investment management

• Emotional decision-making in finance

• Global macro trading

• The perception of risk and the mindset of underdog investors

Connect with us below!

 * Neil Azous on LinkedIn [https://www.linkedin.com/in/neilazous/]
 * Rareview Capital [https://rareviewcapital.com/]
 * Brittany Mason on LinkedIn [https://www.linkedin.com/in/brittany-mason-15811641/]
 * Banríon Capital Management [https://www.banrioncapital.com/]

The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 24 | Rocky, the Underdogs, and Global Macro Trading with Neil Azous

In this episode, Shana talks with Sean O’Dowd of Scholastic Capital, who specializes in the residential housing market. Scholastic’s unique approach emphasizes school districts and their role in driving demand for housing.

Sean breaks down the current trends affecting the rental and housing markets, the implications of rising institutional investment, and strategies for investors to capitalize on these unique dynamics.

Connect with us!

 * Sean O’Dowd on LinkedIn [https://www.linkedin.com/in/sean-odowd/]
 * Sean O’Dowd on Twitter [https://twitter.com/SeanODowd15/status/1688975410099326977]
 * Scholastic Capital [https://scholasticcapital.com/]
 * Scholastic Capital on Facebook [https://www.linkedin.com/company/scholastic-capital]
 * Shana Orczyk Sissel on LinkedIn [https://www.linkedin.com/in/shsissel/]
 * Banríon Capital Management [https://www.banrioncapital.com/]

What's the Alternative? | Episode 18 | Putting Your Money Where Your House Is with Sean O’Dowd

In this episode Brittany talks with Dr. Renée Baker, who shares her journey from corporate stability to entrepreneurial freedom, emphasizing the importance of courage, vulnerability, and financial education. She discusses strategies for preparing for financial emergencies, breaking the stigma around money conversations, and finding fulfillment in aligning one's passion with purpose.

They break down:

• Dr. Baker’s early money memories and their impact

• The transition from corporate career to entrepreneurship

• Essential attributes for becoming a successful entrepreneur

• Importance of financial preparedness and emergency planning

• Exploring alternative investments and market trends

• Overcoming financial setbacks through resilience

• Normalizing discussions about money in personal relationships

Connect with us below!

 * Dr. Renée Baker on LinkedIn [https://www.linkedin.com/in/itsreneebaker/]
 * The RBI Group [https://therbigroup.com/]
 * Dr. Renée Baker’s website [https://reneebaker.com/]
 * Brittany Mason on LinkedIn [https://www.linkedin.com/in/brittany-mason-15811641/]
 * Banríon Capital Management [https://www.banrioncapital.com/]

The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 23 | Courage and Vulnerability in Entrepreneurship with Dr. Renée Baker

What do a fog machine, digital assets, and mentorship have in common? They’re all part of Jamie Hopkins’ journey in finance. From his childhood experiences with money to his career as foremost retirement expert, Jamie shares insights on building a secure financial future and shaping the next generation of advisors.

Connect with us below!

 * Jamie Hopkins on LinkedIn [https://www.linkedin.com/in/jamiehopkinsfinancialservices/]
 * Bryn Mawr Trust [https://www.bmt.com/]
 * Brittany Mason on LinkedIn [https://www.linkedin.com/in/brittany-mason-15811641/]
 * Banríon Capital Management [https://www.banrioncapital.com/]

The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 22 | Planning For the End, Preparing For the Future with Jamie Hopkins

In this episode, Shana explores the value of technical analysis in your investment toolkit through insights from Katie Stockton, founder of Fairlead Strategies. While traditionally overshadowed by fundamental or macro analysis, technical analysis plays an important role by focusing on price trends and market sentiment. Through examining historical events like the 2008 financial crisis and the 2022 bear market, Katie shows the power of technical tools such as moving averages. These indicators can help investors time the market effectively, manage risks, and minimize losses, shedding light on the essential nature of technical analysis in both factor investing and behavioral finance.

Connect with us below!

 * Katie Stockton on LinkedIn [https://www.linkedin.com/in/katie-stockton-cmt-92b47b7/]
 * Fairlead Strategies [https://www.fairleadstrategies.com/]
 * Shana Orczyk Sissel on LinkedIn [https://www.linkedin.com/in/shsissel/]
 * Banríon Capital Management [https://www.banrioncapital.com/]

What's the Alternative? | Episode 17 | Market Psychology and Technical Analysis featuring Katie Stockton

In this episode, David Meyncke, Managing Director of Clough Capital Partners, shares his journey in finance. From his start at Dean Witter to leading growth and tech innovation in advisory services, he talks about the industry’s shift from commission-based to fee-based models, making investment more client-friendly. David also explains the rise of ETFs, why they’re popular, and how advisors can pick the right ones. He gives advice on leadership and teamwork, plus his thoughts on where the industry is headed with new tech, demographic shifts, and insights from leaders like Warren Buffett, Jamie Dimon, and Elon Musk.

Connect with us below!

 * David Meyncke on LinkedIn [https://www.linkedin.com/in/david-l-meyncke-cima-27681a18/]
 * Clough Capital Partners [https://www.cloughcapital.com/]
 * Brittany Mason on LinkedIn [https://www.linkedin.com/in/brittany-mason-15811641/]
 * Banríon Capital Management [https://www.banrioncapital.com/]

The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 21 | Leadership and Investment Trends Shaping Tomorrow with David Meyncke

In this episode, Shana talks with alternative investment strategist Tony Davidow from Franklin Templeton about the value of alternative investments. Tony shares stories from his career and explains how investments beyond traditional stocks and bonds—like private credit and real estate—can build wealth and support personal goals. We also discuss new ways for everyday investors to access these options, and Tony offers tips for advisors on guiding clients through this evolving investment landscape.

Connect with us below!

 * Tony Davidow on LinkedIn [https://www.linkedin.com/in/tony-davidow/]
 * Private Markets by Tony Davidow [https://www.amazon.com/Private-Markets-Building-Better-Portfolios/dp/139431308X]
 * The Alternative Allocations Podcast  [https://www.alternativesbyft.com/alternative-allocations-podcast]
 * Shana Orczyk Sissel on LinkedIn [https://www.linkedin.com/in/shsissel/]
 * Banríon Capital Management [https://www.banrioncapital.com/]

What's the Alternative? | Episode 16 | Tony Davidow's Guide to Private Markets featuring Tony Davidow

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space.

The Alternatives Mason: Building Alts Knowledge Brick by Brick

Join host Shana Orczyk Sissel, Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios.

What's the Alternative? Meet the Manager

Alternative investments don’t have to be complicated. Banrion Capital Management helps simplify investing in alternatives.

Banrion Capital Management

Shows